A New Jersey-based team who manage $365 million in client assets have joined LPL Financial, the firm announced Monday. The advisors are joining LPL’s institution services platform and will work with the wealth management program at Affinity Federal Credit Union. The team was previously affiliated with Raymond James and worked at Lakeland Bancorp Inc.
The team’s three principal advisors are Indya Kellman, Tim Mol and Pier Mutovic. They are joined in the move by advisors Kim Trimmer and Mike Tormey.
The move comes after Provident Financial Services Inc.’s plans to acquire Oak Ridge, New Jersey-based Lakeland were announced last fall, causing the team to reassess its situation.
“We wanted to provide deeper support for our clients and were looking for an institution to help us achieve that goal,” Mutovic said in a statement. “Affinity Investment Services’ company culture and its relationship with LPL make our work smoother, more streamlined and easier to find solutions for clients.”
Affinity joined LPL’s institution services platform in 2018.
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